Taiwanese LCD TV SI makers’ shipment reached 7.61 M units in Q1 2014, declining by 25.9% QoQ and growing by 1.9% YoY, exhibiting stronger than expected despite of the shipment declines, based on the latest survey by WitsView.
Before China’s Labour Day Holiday, the willingness to re-stock NAND Flash components was relatively low according to DRAMeXchange. This is mainly due to the module clients’ conservative attitude towards the future market sales performances and the UFD and Memory cards’ continuous price decline. To prevent profit margins tightening, NAND Flash suppliers began avoiding aggressive price strategies, and became increasingly less willing to give in to their clients’ pricing demands. With market transactions becoming sluggish, as a result, NAND Flash contract prices ended up staying flat throughout the second half of April.